Financial Admin Assistant Job Description

Financial Admin Assistant Job Description

Job Overview:

A Financial Administrative Assistant supports the finance team with various administrative and financial tasks. This role involves managing financial records, processing transactions, and assisting with financial reporting. The Financial Administrative Assistant ensures the smooth operation of financial activities and contributes to the overall efficiency of the finance department.


Key Responsibilities:

  • Data Entry: Accurately enter financial data into accounting software and maintain financial records.
  • File Management: Organize and maintain electronic and physical financial files.
  • Document Preparation: Prepare financial documents, including invoices, receipts, and statements.
  • Accounts Payable: Process and verify invoices, prepare payment requests, and manage vendor relationships.
  • Accounts Receivable: Assist in generating invoices, recording payments, and following up on outstanding receivables.
  • Bank Reconciliation: Assist in reconciling bank statements with financial records.
  • Report Preparation: Assist in preparing financial reports, including monthly, quarterly, and annual statements.
  • Data Analysis: Compile and analyze financial data to support reporting requirements.
  • Compliance: Ensure financial activities comply with company policies and relevant regulations.
  • Budget Assistance: Support the finance team in preparing budgets and forecasts.
  • Expense Tracking: Monitor and track expenses to ensure they align with budgeted amounts.
  • Variance Analysis: Assist in analyzing budget variances and providing explanations.
  • Meeting Coordination: Schedule and coordinate meetings for the finance team.
  • Correspondence: Manage communications, including emails and phone calls, related to financial matters.
  • Office Supplies: Order and maintain office supplies for the finance department.
  • Project Support: Assist with special financial projects as assigned by management.
  • Process Improvement: Identify and suggest improvements to financial processes and procedures.
  • Training: Participate in training sessions to enhance financial and administrative skills.

Qualifications:

  • Education: High school diploma or equivalent; Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is preferred.
  • Experience: Minimum of 1-2 years of administrative experience, preferably in a financial setting.
  • Skills:
    • Proficiency in accounting software and Microsoft Office Suite, especially Excel.
    • Basic understanding of accounting principles and financial procedures.
    • Excellent organizational and time management skills.
    • Strong attention to detail and accuracy.
    • Effective communication and interpersonal skills.
    • Ability to work independently and as part of a team.

Benefits:

  • Competitive Salary: Offering a market-competitive salary package.
  • Health Insurance: Comprehensive health, dental, and vision insurance.
  • Retirement Plans: Access to retirement plan options.
  • Paid Time Off: Generous paid time off and holiday policies.
  • Professional Development: Opportunities for training and career advancement.

Ready to support our financial team as a Financial Administrative Assistant? Join us and contribute to the efficiency and success of our financial operations. Apply today!


This job description provides an overview of the responsibilities and qualifications for the Financial Administrative Assistant role. It may be tailored to fit specific company needs and requirements.

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